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U.S. Communications Industry Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies76
  • 7D3.2%
  • 3M19.2%
  • 1Y41.0%
  • YTD16.9%

The Communications industry is up 1.5% in the last week, with Ubiquiti up 38%. This means that the industry has gained 39% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

Has the U.S. Communications Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 Aug 2025US$606.4bUS$103.1bUS$16.2b25.9x37.3x5.9x
Fri, 25 Jul 2025US$570.2bUS$100.6bUS$14.0b28.6x40.7x5.7x
Sun, 22 Jun 2025US$529.4bUS$105.7bUS$14.3b26.8x36.9x5x
Tue, 20 May 2025US$536.0bUS$105.5bUS$14.5b26x37x5.1x
Thu, 17 Apr 2025US$466.0bUS$102.8bUS$12.4b24.1x37.5x4.5x
Sat, 15 Mar 2025US$483.2bUS$103.1bUS$12.4b25.4x39.1x4.7x
Mon, 10 Feb 2025US$572.3bUS$102.7bUS$12.3b25.6x46.6x5.6x
Wed, 08 Jan 2025US$549.6bUS$102.4bUS$12.1b24.6x45.4x5.4x
Fri, 06 Dec 2024US$539.6bUS$102.5bUS$12.1b24.8x44.5x5.3x
Sun, 03 Nov 2024US$496.3bUS$102.8bUS$12.1b23.8x41.1x4.8x
Tue, 01 Oct 2024US$477.1bUS$103.0bUS$12.0b25.7x39.8x4.6x
Thu, 29 Aug 2024US$452.0bUS$103.1bUS$12.0b26.5x37.8x4.4x
Sat, 27 Jul 2024US$340.3bUS$92.3bUS$12.2b27.6x27.9x3.7x
Mon, 24 Jun 2024US$345.1bUS$92.7bUS$12.6b26.5x27.3x3.7x
Wed, 22 May 2024US$340.7bUS$92.4bUS$12.7b27.3x26.8x3.7x
Fri, 19 Apr 2024US$379.9bUS$104.8bUS$16.3b30.2x23.4x3.6x
Sun, 17 Mar 2024US$393.9bUS$104.8bUS$16.3b31.7x24.1x3.8x
Tue, 13 Feb 2024US$398.3bUS$105.5bUS$16.5b29.7x24.1x3.8x
Thu, 11 Jan 2024US$333.1bUS$96.1bUS$15.1b25.3x22x3.5x
Sat, 09 Dec 2023US$312.1bUS$96.1bUS$15.1b25.2x20.7x3.2x
Mon, 06 Nov 2023US$327.1bUS$94.9bUS$14.7b23.1x22.2x3.4x
Wed, 04 Oct 2023US$329.2bUS$94.7bUS$14.6b28.5x22.5x3.5x
Fri, 01 Sep 2023US$349.3bUS$94.7bUS$14.6b31.1x23.9x3.7x
Sun, 30 Jul 2023US$320.8bUS$91.6bUS$13.4b24.4x23.9x3.5x
Tue, 27 Jun 2023US$306.2bUS$91.4bUS$13.5b23.6x22.7x3.3x
Thu, 25 May 2023US$293.7bUS$91.2bUS$13.5b23.1x21.8x3.2x
Sat, 22 Apr 2023US$292.1bUS$89.1bUS$13.2b25.1x22.2x3.3x
Mon, 20 Mar 2023US$310.0bUS$89.0bUS$13.1b23.9x23.6x3.5x
Wed, 15 Feb 2023US$296.8bUS$87.6bUS$13.1b29.7x22.7x3.4x
Fri, 13 Jan 2023US$296.7bUS$86.7bUS$13.0b27x22.8x3.4x
Sun, 11 Dec 2022US$297.8bUS$86.7bUS$13.0b29.7x22.8x3.4x
Tue, 08 Nov 2022US$282.1bUS$85.7bUS$13.6b24.1x20.8x3.3x
Thu, 06 Oct 2022US$267.3bUS$84.9bUS$13.5b24.1x19.9x3.1x
Sat, 03 Sep 2022US$278.3bUS$85.2bUS$13.4b23.1x20.7x3.3x
Price to Earnings Ratio

20.7x


Total Market Cap: US$278.3bTotal Earnings: US$13.4bTotal Revenue: US$85.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Communications Industry Price to Earnings3Y Average 29.2x202320242025
Current Industry PE
  • Investors are optimistic on the American Communications industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 37.3x which is higher than its 3-year average PE of 29.1x.
  • The 3-year average PS ratio of 4.0x is lower than the industry's current PS ratio of 5.9x.
Past Earnings Growth
  • The earnings for companies in the Communications industry have grown 5.9% per year over the last three years.
  • Revenues for these companies have grown 6.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Tech industry?

US Market1.32%
Tech1.07%
Communications3.20%
Communications Equipment3.20%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
UI UbiquitiUS$535.1537.6%
+US$8.9b		189.5%PE45.5x
CSCO Cisco SystemsUS$68.392.4%
+US$6.5b		34.9%PE25.9x
ANET Arista NetworksUS$134.271.1%
+US$1.9b		55.4%PE51.9x
VSAT ViasatUS$30.8018.1%
+US$633.7m		85.4%PS0.9x
LITE Lumentum HoldingsUS$124.625.6%
+US$465.5m		116.8%PE336.3x

Latest News

CIEN
US$91.49
Ciena
7D
3.1%
1Y
60.5%

Ciena Corporation (NYSE:CIEN) Investors Are Less Pessimistic Than Expected

Aug 26
Ciena Corporation (NYSE:CIEN) Investors Are Less Pessimistic Than Expected
ASNS
US$0.39
Actelis Networks
7D
-17.9%
1Y
-77.5%

Federal Certification And SaaS Offerings Will Unlock Smart City Prospects

Despite a sharp upward revision in revenue growth forecasts and a markedly lower future P/E, Actelis Networks’ consensus price target has decreased from $5.00 to $4.00. What's in the News Actelis Networks received notice from Nasdaq of potential delisting due to non-compliance with the $2.5 million stockholders’ equity requirement; the company plans to request a hearing and present a compliance plan, but outcome is uncertain.
MSI
US$455.62
Motorola Solutions
7D
-1.0%
1Y
5.4%
UI
US$535.15
Ubiquiti
7D
37.6%
1Y
189.5%
LITE
US$124.62
Lumentum Holdings
7D
5.6%
1Y
116.8%
ONDS
US$4.97
Ondas Holdings
7D
38.4%
1Y
474.3%

Autonomous Systems And Palantir Partnership Will Open New Markets

Ondas Holdings’ consensus price target has been significantly raised to $5.00 as analysts cite the company’s strengthening leadership in U.S. drones, increasing defense sector traction, and large addressable opportunities that underpin expectations for robust long-term growth. Analyst Commentary Bullish analysts highlight Ondas' strong positioning as a leading U.S.-based pure-play drone company, expecting the unmanned aerial systems industry to enter a multi-year supercycle.
BOSC
US$4.77
B.O.S. Better Online Solutions
7D
-3.2%
1Y
64.5%
VSAT
US$30.80
Viasat
7D
18.1%
1Y
85.4%
ANET
US$134.27
Arista Networks
7D
1.1%
1Y
55.4%
DGII
US$34.05
Digi International
7D
-2.5%
1Y
16.8%
CSCO
US$68.39
Cisco Systems
7D
2.4%
1Y
34.9%
AUDC
US$9.30
AudioCodes
7D
-1.6%
1Y
-13.7%
COMM
US$16.46
CommScope Holding Company
7D
6.4%
1Y
280.1%